Macro Shocks: Trump Tariffs, Interest Rates & Political Uncertainty …

The current macroeconomic trends in Canadian automotive are being reshaped by a perfect storm of U.S. trade tariffs, shifting interest rates, and the 2026 CUSMA review. As lenders and dealers grapple with 25 percent levies on non-USMCA content, this session explores how these macroeconomic trends in Canadian automotive are directly impacting inventory costs and consumer purchasing power. With vehicle prices rising and EV mandates being recalibrated under the new federal auto strategy, the industry must pivot from reactive troubleshooting to long-term resilience.

This panel provides a deep dive into how macroeconomic trends in Canadian automotive influence delinquency rates among subprime borrowers and the overall availability of new supply. Experts discuss the tactical shift toward domestic manufacturing support and the implications of the newly launched EV Affordability Program. Understanding macroeconomic trends in Canadian automotive is no longer just for economists; it is a fundamental requirement for risk managers trying to navigate a market where used vehicle values are artificially heightened by trade-induced constraints. By analyzing the intersection of political uncertainty and fiscal policy, this discussion outlines how to protect margins while maintaining competitive lending rates. Mastering these macroeconomic trends in Canadian automotive will ensure your business is positioned to capitalize on the 2026 economic transition rather than being sidelined by market volatility.

• Impact of U.S. trade tariffs and the CUSMA review on North American supply chains.
• Strategies for managing portfolio risk amidst rising delinquency rates and high inflation.
• Navigation of the 2026 federal auto strategy and its effect on EV sales mandates.

Watch the full panel discussion to gain the strategic foresight needed to lead your organization through these turbulent economic waters.